Industry Deep Dives
China AI Models and the Emerging U.S.–China AI Split
Chinese AI has moved beyond the DeepSeek cost shock. Kimi K3, Qwen3.8, DeepSeek V4 and Tencent’s Hy4 show a broader ecosystem narrowing…
Archive
Industry Deep Dives
Structural analysis of industries, capacity, bottlenecks, technology transitions, value chains, profit pools, and competition.
Industry Deep Dives
AI Data Centers Are Turning Construction Capacity Into a Constraint
AI data centers are changing construction economics as high-density power, liquid cooling, long-lead equipment and skilled trades become new bottlenecks.
Industry Deep Dives
Who Controls Global Esports? Publishers, Platforms and Regions
Global esports is still expanding, but its next phase will not be defined by one country replacing another. China’s existing scale, India’s…
Industry Deep Dives
Why AI’s Next Bottleneck Is Moving Into Optical Interconnects
AI clusters are no longer constrained only by processors and memory. As data movement rises, the bottleneck is shifting to lasers, photonic…